NVIDIA, every mention
8 scenes (2025) · ← back to NVIDIA
tap a year for its mentions
every year 2025 anyone John Collison 18Reiner Pope 6Daniel Gross 4Scott Wu 3Satya Nadella 1Matt Huang 1Dave Ricks 1Dan Sundheim 1Ben Thompson 1
Verbatim, from the transcripts: the passages where NVIDIA comes up
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 1:18:21 Satya Nadella Yeah, until I would say NVIDIA and Jensen, because Jensen has it now covered for all of us, uh, for, yeah, between me and Ajay and Shantanu.
Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- ▶ 1:33 John Collison Well, actually, a good place to start, tell us about your, um, NVIDIA announcement that you just had. 2 times in the scene
- ▶ 1:49:05 John Collison Well, Stripe's doing pretty well, but, um, NVIDIA must be. 2 times in the scene
- ▶ 2:04:43 Dave Ricks So the salary, there's salary growth, but clinical trials, new equipment, new laboratories, supercomputers from Nvidia.
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 52:54 Dan Sundheim Like if NVIDIA reports.
- ▶ 1:17:50 Daniel Gross Hits the bubble, and because things have run up so much, everyone starts panic selling all the way down, because you're just like, there's all the people that bought in their cost basis of, you know, Nvidia, not to pick on anyone, it's… 4 times in the scene
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 1:02:06 John Collison I think second acts are kind of a bit over-valorized in Silicon Valley somehow, where everyone talks about, oh, we want to do, like, a new AWS is kind of the coolest thing ever, where you do a second thing that is completely unrelated to… 2 times in the scene